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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,766 | $190,862-76.5% | $159,991-72.0% | $134,509-66.7% |
| Participation rate | 93.3% | 82.0%+11.4pp | 78.0%+15.4pp | 81.2%+12.1pp |
| Annual return | -17.84% | 552.59%-570.4pp | 408.82%-426.7pp | 418.13%-436.0pp |
| Employer contribution / active EE | $4,568 | $4,995-8.5% | $4,225+8.1% | $4,741-3.6% |
| Participant deferral / active EE | $7,908 | $6,924+14.2% | $6,183+27.9% | $6,400+23.5% |
| Admin fee / account holder | $7,471 | $10,495-28.8% | $8,715-14.3% | $11,427-34.6% |